New changes have been made in 2 areas related to contact group management:

1. Managing a Group

2. Managing a Contacts Relation to a Group

Groups may be an organization's membership or non-membership group.

Managing a Group

• More specific tabs for functions
  

Add Group Member

• Ability to create a contact when adding to a group

Designations

• More intuitive layout of existing designated users for the group

• Easier to add new designation types

• Ability to create a contact when adding a designated user

Batch Operations

• Option to clear society join date for contacts getting batched deleted from the group

• Option to clear society join date for expired contacts getting batched deleted from the group

Notifications

• Optional email notification message to users added to a group

• Templated email will be sent automatically when a user is added to the group

Archive

• Archive view of group members, filterable by year

• Archive view of group designation holders

• Data can be exported

Managing a Contacts Relation to a Group

Instead of a single page listing all groups, the user group management area has been separated into sections for easier management of member and non-member groups.

Membership Groups

Membership groups, if applicable for your system, will be the first tab.

From this page:

• You can add membership groups

• You can change the membership group

• You can edit the membership group meta information: date added to the group, expiry date

• You can remove the membership

  • There is then an option to create an archive record or not archive, and just delete the membership record

• You can adjust the society member join date

  • This is a single date that corresponds to the first time the user joined the society

  • X-CD stamps this date the first time a member pays dues

  • If a user later changes membership categories - this value is not changed

  • You rarely need to adjust this - but just in case - the option is available

  • You can also remove the society member join date as long as the member is not in an active membership

    • If you do this:

      • X-CD logs the original member join date should this need to be re-discovered

      • the next time the member pays dues - they will be treated as a “new member” and have a new society join date stamped for their account

Other Groups

Non-Membership groups can be managed from this page.

From this page:

• You can add a user to new groups

• You will see a list of existing groups the user is in, sorted by expiry

• You can edit a user’s group meta information: date added to the group, expiry date

• You can remove a user from a group

  • There is then an option to create an archive record or not archive, and just delete the membership record

• If a user is expired in a group it will be denoted in a red background

• Existing designations will be displayed in the designation column if applicable

  • If the user is not in any groups that offer designations then the designation column will not appear

• You can edit a user’s designations for a group

  
  

History

The history tab will display archived records related to groups a user has been in and designations a user has held within groups.

From this page you can:

• View archived records for user’s groups and designation activity

• Add historical records for periods of time where X-CD did not track your membership or designation information